Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul><li>In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24</li></ul>

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

<ul><li>In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board</li></ul>

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

<ul>
<li>Shell | 4Q24 trading update disappoints: In 4Q24, Shell posted 'significantly lower' results in its Integrated Gas, Chemical and Renewables divisions. This became clear on the back of the yesterday’s issued trading update.</li>
<li>Odido | IPO expected at some point in 1H25: According to Bloomberg, Apax Partners and Warburg Pincus have selected various banks for an intended IPO of Dutch telecom provider Odido at some point in 1H25.  </li>
</ul>


Shell | 4Q24 trading update disappoints: In 4Q24, Shell posted 'significantly lower' results in its Integrated Gas, Chemical and Renewables divisions. This became clear on the back of the yesterday’s issued trading update.
Odido | IPO expected at some point in 1H25: According to Bloomberg, Apax Partners and Warburg Pincus have selected various banks for an intended IPO of Dutch telecom provider Odido at some point in 1H25.  


What's New(s) in Amsterdam - 9 January 2025 (Shell | Odido)

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul><li>In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events</li></ul>

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events

NXP Semiconductors NV - What's News in Amsterdam

United Kingdom

Shell PLC explores and refines petroleum products. The Company produces fuels, chemicals, and lubricants. Shell serves clients worldwide.

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Shell PLC (SHEL LN)

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000...

The IDEA!

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in...

The IDEA!

What's New(s) in Amsterdam - 9 January 2025 (Shell | Odido)

In this edition: Shell | 4Q24 trading update disappoints; Odido | IPO expected at some point in 1H25

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

NXP Semiconductors NV - What's News in Amsterdam

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters;...

The IDEA!

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